Northwest Asset Management
Assets Under Management
$3.6B
Number of Clients
3,032
Number of Advisors
54
Average Client AUM
$1.2M
AUM per Advisor
$66.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Northwest Asset Management provides tailored investment management, retirement planning, and financial planning services. They offer customized strategies, including traditional asset allocation and active management. They also provide consulting services and tax preparation. RIA Innovations provides back-office support to other RIAs.
Fee Structure
Investment management fees are a percentage of assets under management, with a maximum annual fee of 1.75%. Fees are negotiable and may vary based on relationship size, service level, investment strategy, trading activity, advisor expertise, and financial planning. Retirement and financial planning fees are up to $350 per hour. Consulting fees are also up to $350 per hour. Tax preparation fees are determined by the complexity of the return. There is no account minimum, but the Adviser may decline to accept clients with portfolios under $500,000.
Areas of Practice
Location
2835 82nd Avenue Se, Ste 100, Mercer Island, WA, 98040